We are working with a well-regarded financial planning firm in South Wales that is looking to appoint an experienced Financial Planner to service and grow a portfolio of high net worth clients.
This is an excellent opportunity for a qualified financial planner who is looking to join a supportive, client-focused environment with an established and loyal client base already in place.
The role Providing holistic financial planning advice to a portfolio of high net worth private clients
Managing and developing client relationships with a focus on exceptional service
Identifying opportunities to grow the client portfolio through referrals and introductions
Working collaboratively with paraplanners and support staff to deliver outstanding client outcomes
Ensuring full compliance with FCA regulatory requirements including Consumer Duty
The ideal candidate Qualified to Level 4 Diploma standard minimum — Chartered status desirable
Demonstrable experience advising high net worth clients
Strong relationship management and communication skills
A client-following or the ability to develop a client
This is an excellent opportunity for a qualified financial planner who is looking to join a supportive, client-focused environment with an established and loyal client base already in place.
The role Providing holistic financial planning advice to a portfolio of high net worth private clients
Managing and developing client relationships with a focus on exceptional service
Identifying opportunities to grow the client portfolio through referrals and introductions
Working collaboratively with paraplanners and support staff to deliver outstanding client outcomes
Ensuring full compliance with FCA regulatory requirements including Consumer Duty
The ideal candidate Qualified to Level 4 Diploma standard minimum — Chartered status desirable
Demonstrable experience advising high net worth clients
Strong relationship management and communication skills
A client-following or the ability to develop a client
